Contracts
A contract in Readybuild is a legally binding document sent to customers for signature. Contracts formalize the agreement between your company and the client, including project scope, pricing, terms, payment schedules, and signature requirements.
Contract Workflow
Stage details:
- Create Contract: From project or estimate
- Configure Details: Estimates, payment plan, display options
- Add Signees: Customer and internal signers
- Send: Email to signees
- Signatures: All parties sign
- Complete: Contract executed
Contract Status Flow
| Status | Description |
|---|---|
| Draft | Contract created but not yet sent to customer |
| Sent | Contract emailed to signees, awaiting signatures |
| Partially Signed | Some signees have signed, others pending |
| Complete | All required signatures obtained |
| Void | Contract invalidated (cannot be undone) |
| Cancelled | Contract cancelled before sending or during signature process |
Quick Links
Explore specific contract topics:
- Contract Types - Different contract types and when to use each
- Creating Contracts - How to create contracts from projects or estimates
- Contract Configuration - Estimates, display options, and payment schedules
- Signees & Signatures - Setting up signees and the signature process
- Post-Signature - What happens after contracts are signed
- Change Orders - Managing scope changes after contract execution
- Managing Contracts - Viewing, voiding, and unlocking contracts
- Troubleshooting - Common problems and solutions
Key Features
- Multiple Estimates: Include one or more estimates in a single contract
- Payment Schedules: Define milestone-based or date-based payment terms
- Custom Display Options: Control what customers see (line items, markup, etc.)
- Digital Signatures: Secure signature workflow with email notifications
- Change Orders: Track scope changes after initial contract execution
- Template Support: Use pre-configured contract templates for consistency
Related Topics
- Estimates - Create detailed project estimates to include in contracts
- Client Invoicing - Invoice customers based on contract payment schedules
- Contract Templates - Configure reusable contract templates